Strategic Wealth Management Group (SWMG) offers personalized investment advice and portfolio management to individuals, retirement plans, trusts, estates, charities, and corporations. SWMG creates portfolios based on clients' goals and objectives. SWMG may use sub-advisers to manage a portion of client accounts. SWMG also provides consulting services on estate planning, retirement planning, and portfolio reviews.
Fee Structure
SWMG's annual fee for managing your investments ranges from 0.20% to 2.00% of the market value of your assets. The specific fee depends on the size of your account, the complexity of the services, and the level of administration you request. SWMG typically has a minimum annual fee of $2,500. SWMG may also charge an account opening fee of $250 plus $50 for each affiliated family account. SWMG may charge a minimum annual fee of $250 for the first family account and $50 per each additional household account debited quarterly. Both fees are negotiable.